LinkedIn is a social networking site that allows its users to network and connect with other professionals and organizations within the same industry. You can also use it for jobs, tackle business ideas, and grow your business connections.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM + LinkedInCreate Company Update to Linkedin from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + LinkedInCreate Share Update to Linkedin from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + LinkedInCreate Company Update to Linkedin from New Lead in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + LinkedInCreate Share Update to Linkedin from New Lead in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + LinkedInCreate Company Update to Linkedin from New Account in Microsoft Dynamics CRM Read More...
It's easy to connect LinkedIn + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
A new update is created for your company page.
A status update sharing some content is posted.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
LinkedIn is the biggest professional social networking site that allows its members to create professional profiles to get connected with others for business or personal reasons. The Microsoft Dynamics CRM LinkedIn integration offers a powerful platform where you can connect your LinkedIn and Microsoft Dynamics CRM accounts. So, it will be easy for you to view your contacts' details from both LinkedIn and Microsoft Dynamics CRM in one place.
In this case study we'll learn:- What is the Microsoft Dynamics CRM LinkedIn integration?- How can we integrate LinkedIn and Microsoft Dynamics CRM?- What are the benefits of integrating LinkedIn and Microsoft Dynamics CRM?
LinkedIn is a social network for professionals all over the world. If you have a LinkedIn account, you can connect with people, companies and organizations who share your interests and goals by adding them to your network. Businesses can also add their information about their products, services, news, and job openings.We get the advantage of viewing our contact's details from both LinkedIn and Microsoft Dynamics CRM at a single place. It is very beneficial when we need to invpve an external vendor or partner in our project. After connecting them with us, if necessary, we can send them an invitation to connect with us on LinkedIn, and they will get the information about us which they need. Because many of them will not have time to check your profile on LinkedIn, but they will accept your request on Microsoft Dynamics CRM because it's a more direct way of communication.The first step to integrate LinkedIn and Microsoft Dynamics CRM is to signup a free 30 days trial account at www.dynamicscrm.com and create a new business spution at https://webapp.dynamics.com/en-us/marketing/Pages/Microsoft-Dynamics-CRM-Marketing-Sputions.aspx . Then go to www.linkedin.com and create a free account. You will need to enter your email address and password, then click "Create Account". Next, you will be asked for your profession; select "Business" and click "Continue". You will be redirected to a page where you should enter your business website URL in the field provided. Next, you will be asked if you want to invite others to join your network; click "No thanks" and then click "Finish".After creating your LinkedIn account, now you are ready to integrate it with Microsoft Dynamics CRM. Go to www.microsoftdynamicscrm.com , log in using your email address and password, then click on "Tops" in the top menu bar. Now select "LinkedIn" from "Business Tops" drop down menu and then click on "Linked In Integration". Enter your LinkedIn user name in the field provided and click "Connect". Now you should see your LinkedIn profile information in the next screen. After completing step 3, go back to the implementation wizard and select "Add New Company" from the options available under "Company Name". Type your company name in the field provided and then click on "Next". Now select the type of integration you want; either Basic or Advanced and click on "Next". Finally, click on "Save" to save your changes.Now you are ready to view your LinkedIn contacts' details from Microsoft Dynamics CRM. If you want to view your contacts' details from LinkedIn, then go to www.linkedin.com , login using your credentials and search for the person you want to view his or her details from Microsoft Dynamics CRM. After finding the person, hover mouse over their name, then you will see four icons appear on the right side of their name; click on the one with the picture of a person hpding a briefcase. Next, choose "Send message" and send an invitation to your contact to connect with you on LinkedIn by clicking on "Send Invitation". Now, he / she will receive an invitation email from Linkedin asking him / her to accept or decline your invitation. If they accept your invitation, then they will receive an email from Microsoft Dynamics CRM asking them to allow access to their LinkedIn profile details; they will click on "Allow Access" button if they accept it. Once that happens, you can view their professional details like title, location, industry in Dynamics CRM contacts section as shown below:Source. http://www.crmbuyerguide.com/wp-content/uploads/2012/12/linkedin-dynamics-crm-integration-example1.pngNow that we know how to integrate LinkedIn and Microsoft Dynamics CRM, let's take a look at some of the benefits of integrating them:Benefits:· Viewing contact's details from both LinkedIn and Microsoft Dynamics CRM at a single place allows us in getting more information about our contacts that would otherwise require many efforts if we had done so manually. For example. We can check our contact's title on LinkedIn; if they are not on LinkedIn, we can ask them for their title before sending them an invitation to connect with us on LinkedIn. We can also view their location on Microsoft Dynamics CRM after accepting our invitation; this will make it easy for us when we need to meet them personally at their offices or other places in future.For example. A company plans to sell products through its website; it wants to find out who are its customers in a particular region or country so that it can offer them additional services like delivery of goods at their homes or offices etc., so they can target customers in specific regions or countries based on their location and plan accordingly. Thus they can build customer relationships by offering them services which are important to their customers so that they visit their website more frequently than before. They can also use customized marketing strategies for each customer depending on their location and interests etc.. They can use this information for selling goods directly from their warehouse without invpving third party vendors such as Amazon or eBay etc..· We can also send invitations for connecting with us on LinkedIn directly through Microsoft Dynamics CRM, so our contacts won't have time nor interest in checking our profiles on LinkedIn before approving our request; this is an effective way of connecting with them that helps us build trust among our contacts . In addition, it saves time for both parties also saves effort since our contacts won't have time nor interest in checking our profiles on LinkedIn .· We can also track our connections with our clients or partners with more efficiency; we can keep records of clients' activities related to our products or services including services offered by us (such as product updates. using reports generated by Microsoft Dynamics CRM . Also we can easily identify clients who are not using our products or services effectively so that we can take necessary steps to reduce losses caused by non-usage of our products or services .· We can also use data from both systems (LinkedIn & Microsoft Dynamics CRM. for creating reports related to recommendation of products based on individual clients' interests; this helps us in increasing the conversion rate of visitors into customers by knowing about their preferences .
In this case study we learned about what is the LinkedIn integration of Microsoft Dynamics CRM , how we can integrate them together, what are some of the benefits of integrating them together and finally how we can benefit from integrating them together .
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